Your financial goals are our priority. Let us help you achieve them.
Allan Investment Management is an Independent Financial Adviser (IFA) based in Northampton, established in 1992. We have built a reputation for providing tailored investment management and financial planning services to individuals, partnerships, and small companies across the United Kingdom.
Our core values are rooted in building strong client relationships based on trust and respect. We are committed to open communication, regular reviews, and a personalized approach to financial planning.
Our Approach
We take a holistic approach to financial planning, considering your unique circumstances and goals to create a customized plan that aligns perfectly with your aspirations. From investments and retirement planning to inheritance tax mitigation and financial protection, our team of experienced professionals will work alongside you to achieve your financial goals.
Our Services
1. Investments
We offer a personalized investment service tailored to your individual needs and risk tolerance. Our in-house investment approach emphasizes diversification and sustainability for sustainable growth potential.
2. Financial Planning
We create comprehensive financial plans that address your short-term and long-term needs. This includes:
- Investment planning
- Retirement planning
- Tax planning
- Financial protection planning
- Inheritance tax planning
3. Retirement Planning
With extensive experience in retirement planning, we provide guidance on:
- Pension options
- Income drawdown strategies
- Annuities
- Pension maximization strategies
Our Heritage and Values
Allan Investment Management was founded in 1992 with the vision of providing accessible and personalized financial planning. Over the years, we have grown through client referrals and strategic acquisitions, solidifying our position as a leading provider of financial services in the region. Our unwavering commitment to client satisfaction and our open and transparent approach have earned us the trust of countless individuals and families.
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